Equity

We aim to generate alpha and deliver superior long-term returns by exploiting mispriced opportunities and seeking out companies with superior growth potential.

  • equity

    Local insights

    Our more than 80-member strong Equity teams, based across 10 Asian markets, offer firsthand knowledge and a unique understanding of local nuances.
  • equity

    Best ideas

    We conduct deep fundamental research to strengthen our stock conviction. We value debate and diversity which helps to distil our best ideas.
  • equity

    Optimal portfolios

    We aim to build portfolios that capture optimal risk-return relationships. We exercise in-depth risk oversight to ensure the integrity of our processes.

Strategies

We have expertise in regional and single country, as well as dynamic and thematic equity strategies.

equity
Global emerging markets
The GEM offer the potential for high growth and attractive returns from a diverse group of companies.
equity
Japan
Japan offers potential upside from a revival in corporate reforms, improving profitability and attractive valuations.
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Asia (Pacific) ex Japan
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
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Greater China & China A
China’s multi-year transformation will create a new growth narrative and new opportunities.
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Income
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
equity
Thematic
Thematic investments, including sustainability-themed and Shariah-compliant solutions, offer exposure to powerful macro trends.

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Insights

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in insights

Equity

Has the Chinese economy bottomed?

20 Sep

There are tentative signs of stabilisation in the Chinese economy.

in insights

Equity

Maximising the opportunity set across Global Emerging Markets

07 Sep | Samuel Bentley

The beauty of the emerging markets is that there is no uniform narrative. The region ...

M Views from Asia

in insights

Equity

China: More stimulus on the horizon?

17 Aug

There is a rising urgency for Chinese policymakers to act more decisively to stabilise ...

M Japan Are the stars aligned

in insights

Equity

Japan: Are the stars aligned?

02 Aug | Ivailo Dikov , Oliver Lee

Japan equities are seeing the highest inflows in 20 years. Improving economic ...

M Can Chinas economy rebound

in insights

Equity

Chart of Month - Can China’s economy rebound?

19 Jul

Investors should not be overly pessimistic or optimistic over the outlook for the ...

M China and India Powerhouse of opportunities

in insights

Equity

China + India = Powerhouse of opportunities

05 Jul

Asia remains a high growth region led by two of its largest emerging economies, China ...

M The Big tech rebound

in insights

Equity

Chart of the month – The big tech rebound

21 Jun

Who will be the true beneficiaries of the AI revolution?

M The rise of japans new dawn

in insights

Equity

The rise of Japan’s new dawn?

29 May

Japanese value stocks are still trading at an attractive discount to Japanese growth ...

M India too big to ignore

in insights

Equity

India: Getting too big to ignore

03 May | Anand Gupta

India makes up 15% of the MSCI Emerging Market Index. With it expected to drive one ...

M Six questions on Japan

in insights

Equity

Six questions on Japan

12 Apr | Ivailo Dikov , Oliver Lee

The Japan team explains why a global cyclical market like Japan warrants a ...